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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (4401)	3/19/1998 6:12:00 PM
From: Rocketman	Read Replies (1) \| Respond to of 9719

Hey V1 watch it!!! You're going to scare some of these guys talking about thin rubber popping!!! Sure glad I don't have to worry about that anymore. I was always a lamb guy anyway. Many a sheep gave up it's intestines to keep me happy....and out of trouble. I was surprised this dog kept rocketing up today too. Gravity will certainly kick in at some point and bring this sucker down to earth. You had said you wanted to cover at $60. Do you want to put in a buy order to cover at that? Well, got the wife to test drive a Lincoln Navigator 4WD SUV. They really are nice, but she has problems parking it because she can't see the cars alongside of it - you sit up so high, and it's really wide. It feels like driving a semi, but drives abd is equipped like a Lincoln Towncar. We've decided to do the AWD Grand Caravan LE with all the bells and whistles. May go and pick it up tomorrow. YES!!! Later, Rman

To: Vector1 who wrote (4401)	3/19/1998 7:48:00 PM
From: JF Quinnelly	Read Replies (2) \| Respond to of 9719

Vector, is there any particular reason for the heavier weighting of LGND versus INCY in the model portfolio? Does this reflect the relative potential of the two firms? I've got both stocks, but my weighting is opposite of the model and this has me curious.